Training Makes Good Expense Report Software Great

When it comes to making sure employees get a job done right, everyone agrees that good training is essential. A combination of quality education combined with the opportunity to practice and get some real world experience with new knowledge and techniques is essential to making sure an employee doesn’t just learn a new skill, but applies it in a way that’s beneficial both personally for the overall good of the company. But this kind of training doesn’t just apply to the primary duties of an employee, it should cover all aspects of the working experience, including expense report software.
A New Way To Think & Spend

For many people, keeping scrupulous account of spending is something that only happens once a year, usually when it’s time to think about paying taxes and looking at possible deductions. But for employees that travel, and are required to use company funds—or, temporarily, their own—to achieve their work and travel objectives, it’s important to learn proper diligence and care when it comes to expenditures because this is no longer personal income, this is company money or money from the company to reimburse them. This is why expense reports are so important, but every company has different needs and procedures when it comes to properly writing expense reports. You need to take the time to make sure that an employee properly understands your distinct corporate procedure.

Then after that, you need to make sure they can apply that to the software version.

In many ways, the biggest hurdle for training employees is the initial learning curve of understanding the exact way that your company wants expense reports to be filled. While this is especially true for people learning to report expenses for the first time, even seasoned employees coming in from other companies will need to re-learn the specific nuances of information and the way your company prefers to handles this reporting. It’s important to get this step right, so take the time and make sure people are comfortable with the new system.

Learning the software itself should be less intensive if you are using newer, more user-friendly and customisable software. Provided that you have your expense report software correctly configured to the way your company organises information, the only important goal you have when it comes to software training is getting employees used to the interface. If you have the software embedded on their mobile devices, this makes things simpler, as they can install the app and practice on their own time as well. The use of mobile device features like receipt imaging via use of the camera can also speed up the expense report process for everyone and let them oversee this responsibility while keeping the additional paperwork to a minimum.

Training employees in expense reporting and the use of related software isn’t especially difficult. But it does require taking the time to make sure they are familiar, comfortable and ready to use the system in the way it was intended. As long as you give them that time and training, it will pay off with a much more efficient expense report process for everyone.